AAM

American Asset Management Portfolio holdings

AUM $111M
1-Year Est. Return 12.41%
This Quarter Est. Return
1 Year Est. Return
+12.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.7M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$82K

Top Sells

1
+$21.1M
2
+$19.3M
3
+$11.1M
4
MSFT icon
Microsoft
MSFT
+$3.21M
5
AAPL icon
Apple
AAPL
+$2.95M

Sector Composition

1 Consumer Discretionary 1.4%
2 Technology 0.97%
3 Communication Services 0.48%
4 Financials 0.17%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-29,191
77
– –
-7,457
78
– –
-3,624
79
– –
-24,815
80
– –
-4,227
81
– –
-8,976
82
– –
-21,667
83
– –
-18,705
84
– –
-1,000
85
– –
-15,645
86
– –
-3,650
87
– –
-4,222
88
– –
-13,621
89
– –
-8,670
90
– –
-12,300
91
– –
-4,745
92
– –
-35,831
93
– –
-12,406
94
– –
-2,150
95
– –
-13,643
96
– –
-4,980
97
– –
-5,805
98
– –
-2,886
99
– –
-15,692
100
– –
-8,869
1 2 3
4
5